1M
6M
1Y
3Y
5Y
All
| NAV: 04 Sep 2020 | ₹3,231.01 |
| Min. SIP amount | Not Supported |
| Rating | 3 |
| Fund size | ₹14.29Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Debt Credit Risk
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 12.3% | 6.6% | 7.4% | 8.0% |
| Category average | 7.6% | 9.3% | 5.2% | NA |
| Rank with in category | 1 | 7 | NA | NA |
Understand terms
Holdings (2)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
National Bank For Agriculture & Rural Development | Financial | Debenture | 15.09% |
Reserve Bank of India | Financial | T-Bills | 0.83% |
Expense ratio, exit load and tax
Expense ratio: 0.82%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 1 year.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed as per your Income Tax slab.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
Gurvinder Singh WasanJan 2018 - PresentView details
Gurvinder Singh Wasan
Jan 2018 - Present
View details
Education
Mr. Wasan is a Chartered Accountant, CFA and Master of Commerce from Mumbai University.
Experience
Prior to joining JM Mutual Fund, he has worked with Principal Mutual Fund, Crisil Ltd. and ICICI Bank Ltd.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
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